Privacy and Cookie Policy

Last updated: October 3, 2026

Square Accounting LLC (“Square Accounting,” “we,” “us,” or “our”) respects your privacy. This Privacy and Cookie Policy explains how we collect, use, disclose, and protect information when you visit sqaccounting.com, submit an inquiry, request information, or otherwise communicate with us through our website.

1. Scope of This Policy

This Policy applies to our website and related inquiry, scheduling, and marketing activities. It also describes certain general practices for handling client information. Separate client privacy notices, engagement terms, and applicable legal requirements govern where they impose additional or different obligations.

Information provided during a tax preparation, accounting, or advisory engagement may also be subject to professional confidentiality obligations. This Policy does not override those obligations or authorize any use or disclosure that requires separate consent.

2. Information We Collect

Information You Provide

We may collect information you voluntarily provide through forms, appointment requests, email, or other communications, including:

• Your name, email address, and telephone number.

• Your business name, location, and services of interest.

• General information about your tax or business circumstances, such as income ranges, entity types, or planning goals.

• Your communication preferences.

• Other information you choose to include in an inquiry.

If you become a client, we may collect additional information needed to provide our services through our designated client systems.

Please do not submit Social Security numbers, bank account details, tax returns, identification documents, or other sensitive records through public website forms or ordinary email. Contact us for instructions on using our secure client portal.

Information Collected Automatically

When you visit our website, we and our technology providers may collect:

• IP address and approximate location derived from it.

• Browser, device, and operating system information.

• Pages viewed, links clicked, and dates and times of visits.

• Referring websites and advertising campaign information.

• Cookie identifiers and similar online identifiers.

• Technical logs and information used to detect errors or security threats.

Some of this information may identify or be associated with a particular person or device.

3. How We Use Information

We use information, as appropriate, to:

• Respond to inquiries and requests.

• Contact you about services, requested offers, or next steps.

• Schedule and administer consultations.

• Deliver requested resources and information.

• Provide and manage client services, subject to applicable engagement terms and law.

• Send relevant educational content and marketing communications where permitted.

• Operate, maintain, secure, and improve our website.

• Understand website usage and measure advertising effectiveness.

• Prevent fraud, misuse, and unauthorized access.

• Meet legal, regulatory, recordkeeping, and professional obligations.

When you submit a request for a consultation or tax forecast, we use the contact information you provide to respond to your request and arrange next steps.

A submission does not confirm an appointment or establish a CPA-client relationship. Services are subject to our acceptance and an applicable engagement agreement.

4. How We Disclose Information

We may disclose information in the following circumstances, subject to applicable law and confidentiality requirements:

Service Providers

We may provide information to vendors that help us operate our business, including providers of website hosting, secure client portals, customer relationship management, email delivery, scheduling, document storage, payment processing, analytics, and technology support.

These providers receive information appropriate to their functions. Where required, we impose contractual confidentiality, security, and use restrictions.

Authorized Disclosures

We may disclose information at your direction or with your consent, including to an advisor or other representative you authorize.

Legal and Protective Purposes

We may disclose information where legally permitted or required to comply with legal obligations, respond to valid legal process, prevent fraud, address security incidents, or protect legal rights.

Business Transactions

Information may be disclosed or transferred in connection with a proposed or completed merger, acquisition, business sale, or similar transaction, subject to applicable confidentiality restrictions and any required consent.

Analytics and Advertising Providers

Where enabled, analytics and advertising tools may transmit website activity, device information, and online identifiers to their providers for measurement or advertising purposes. These activities are subject to applicable privacy requirements and available choices described below.

We do not sell client tax returns or confidential client financial records. Certain disclosures of website identifiers or browsing activity to advertising providers may constitute “sale,” “sharing,” or targeted advertising under applicable privacy laws. Where those laws apply, we provide the required disclosures and opt-out mechanisms.

5. Protection of Tax Return Information

Tax return information collected in connection with tax preparation is subject to additional legal protections.

We use and disclose that information only as permitted by applicable law or pursuant to an appropriate taxpayer consent where required. General website submissions, acknowledgment of this Policy, and marketing preferences do not substitute for a legally required consent to use or disclose tax return information.

6. Cookies and Similar Technologies

Our website may use cookies, pixels, tags, and similar technologies to support website functions, remember preferences, analyze visits, and measure advertising performance.

Cookies are small files stored by your browser. Other technologies may collect information without storing a cookie.

Depending on the features enabled, these technologies may include:

Necessary Technologies

These support core functions such as security, form submission, session management, and remembering privacy choices.

Preference Technologies

These remember settings and choices to improve your browsing experience.

Analytics Technologies

These help us understand how visitors find and use the website, identify technical problems, and improve content and navigation.

Advertising and Measurement Technologies

These help measure advertising results and, where enabled and permitted, support remarketing or personalized advertising. Providers may associate website activity with other information they hold.

7. Cookie and Advertising Choices

You can use your browser settings to block or delete cookies. Blocking certain cookies may affect website functionality. Browser controls may not block every type of tracking technology.

Where available, you can also use our website’s cookie preference controls and the privacy settings offered by advertising providers.

Where applicable law requires consent for particular technologies, we obtain that consent before using them. You may withdraw consent through the available controls.

Where required by applicable law, we honor recognized browser-based opt-out preference signals, including Global Privacy Control, for covered sale, sharing, or targeted advertising activities.

You may also contact client@sqaccounting.com about applicable privacy choices or to submit an opt-out request.

Deleting cookies, changing browsers, or using another device may require you to update your preferences again.

8. Email and Other Communications

If you request information or services, we may contact you to respond, clarify your needs, or arrange next steps.

Where permitted, we may also send educational content, firm updates, or marketing emails. You can unsubscribe from marketing emails using the unsubscribe link or by contacting client@sqaccounting.com.

Opting out of marketing does not prevent necessary communications about an active engagement, billing, security, or legal obligations.

Providing a telephone number to request contact does not, by itself, constitute consent to automated marketing calls or text messages. Where required, any such consent will be requested separately.

9. Information Retention

We retain information for as long as reasonably necessary for the purposes described in this Policy, including responding to requests, providing services, maintaining required records, resolving disputes, and meeting legal or professional obligations.

Retention periods depend on the type of information, the nature of our relationship, and applicable requirements. Client records may need to be